This site is for UK investment professionals only. If you're not an investment professional, please find out more about us at vitality.co.uk.
Work with us to change the world of investment
Our unique plans and features can help your clients live longer, healthier, more financially secure lives. When your clients save for longer, we’ll
boost their savings; when they look after
their health, we’ll charge less to invest;
and when they manage their income in
drawdown, we’ll add to their retirement
It’s not just your clients who benefit from our plans. Our shared value model rewards you, too. See how VitalityInvest can boost your business.
In partnership with Investec Asset Management (Investec) and Vanguard – two of the world’s leading investment managers – we offer your clients Vitality funds for a range of risk profiles, objectives and investment styles. We also offer access to over 300 third-party funds from over 40 leading fund managers1, aiming to cover popular and well-known funds.
How we're constructed around you and your clients' needs
Market-leading charging structure with the potential to pay zero product charge for the life of the plan
Fund range and performance
Designed for a wide range of clients with a track record of delivering performance in line with clients’ expectations
State-of-the-art digital hub and model portfolio functionality, without the constraints of legacy systems
Wide Business Consultant footprint, technical experts and dedicated operations teams
Experts in shared value
For your clients, this could add up to greater financial longevity and better long-term health to enjoy it.
You increase client loyalty and value. Your clients are more likely to recommend you too.
For us, the longer your clients invest, the more we can share what we earn back with them. And society also benefits from a healthier, more financially secure population.
We call this offering shared value, where everyone wins.
Funds to meet your clients' investment needs
The range caters for a variety of client objectives, risk profiles and investment styles. Whether your clients want to invest for five years or 25, whether they’re looking to maximise growth, consolidate pension pots, generate an income in retirement, or manage risk, our funds make it easy for you to help them.
Plus, we offer a wider selection of complementary funds from over 40 leading fund managers.
State-of-the-art Adviser Hub
It also has features like personalised dashboards, the ability to create illustrations in less than a minute and a suite of notifications to help you work more efficiently. So you spend less time on client admin and get back to what’s important, helping your clients.
✓ Providing one-to-one support face-to-face, telephonically or online
✓ Available to help you navigate our plans and funds
Dedicated operation consultants
Literature and Tools
We have a wide range of VitalityInvest tools, calculators, sales aids and guides available to support you.
Access our sales aids and guides that explain how our proposition works and demonstrate the extra value it provides.
Calculators and tools
Access our tools to show your clients how they can live a longer healthier, more financially secure life.
Daily bulk valuation services
See your clients' portfolios in one place. Firms can register to receive daily valuations for plans invested with us.
1. August 2019, VitalityInvest Technical Marketing
2. August 2019, VitalityInvest Franchise Operations Team
2. August 2019, VitalityInvest Operations Team
“Vanguard” is a trade mark of The Vanguard Group, Inc., and has been licensed for use by Vitality Life Limited. The VitalityInvest Risk Optimiser funds are not sponsored, endorsed, sold, or promoted by The Vanguard Group, Inc. or Vanguard Asset Management, Limited and they make no representation regarding the advisability of investing in the funds.